Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Deltrease Hart-Anderson’s Perspective On Proposed New Tax Policies

Oh, you thought I would tell you who I thought would win the presidential election?Nope, I'm not going there.I'm a tax professional though, and I'm not immune to conversations about proper planning for either eventuality. In my opinion, however, the BEST advice about...

Disaster Recovery Planning Your West Columbia Small Business Probably Needs

The phone rings in the middle of the night and a voice says your office is on fire. Early on a long weekend, that old pipe in the back finally bursts and no one will see the water for days. Or suddenly the Weather Channel’s saying a hurricane is barreling in your...

5 Cybersecurity Steps all West Columbia Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a West Columbia business owner these days.Chief among those new concerns, however, should be...

Keeping Your West Columbia Business Focused During Distracting Times

Apparently there's some news happening around us in West Columbia these days.I often use this space to share Lexington County-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all...

Four Key Points If You Find Yourself Owing the IRS Money by Deltrease Hart-Anderson

For many West Columbia small business owners, and families, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due.After all, there is a backlog of notices that the IRS is STILL...

Passing Down Your West Columbia Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for West Columbia small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

The Challenge of Allowable Living Expenses for West Columbia Taxpayers Who Owe the IRS

According to IRS calculations, the 2021 allowable living expenses for a typical family of four didn’t change a single dime from 2020 .It went from $1,740 per month to… $1,740 per month.The IRS clearly missed the memo regarding pandemic inflation from their colleagues...

Commercial Real Estate Opportunities In West Columbia NOW

As a West Columbia small business owner, you’re no doubt fully aware of the importance of your business location. This is especially the case if you have a retail store or deliver a service where West Columbia customers come to you -- you need a location with ease of...

PPP Forgiveness Reminders For West Columbia Businesses

Doing business in the summer of 2020 sure ain't easy.I have West Columbia clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

A Checklist For West Columbia Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for West Columbia business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy ... we...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!